Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.583 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 48341.1 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 44279.5 Kr¶
PnL: ---------------------------------------> -776.5 Kr¶
DD now: ---------------------------------> -8.997 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-07 12:11:15.802040'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.750000 | 1616.220000 | 147.220000 | 10.020000 | 1468.999998 |
| Hexatronic Group | 12 | 6.380000 | 1060.800000 | 93.800000 | 9.700000 | 966.999996 |
| Hoist Finance | 35 | 0.170000 | 1015.000000 | 35.000000 | 3.570000 | 980.000000 |
| OX2 | 13 | 0.070000 | 972.400000 | 22.400000 | 2.360000 | 949.999999 |
| INVISIO | 16 | 1.310000 | 3704.000000 | 15.000000 | 0.410000 | 3689.000000 |
| Clas Ohlson B | 12 | 5.730000 | 985.200000 | 12.200000 | 1.250000 | 972.999996 |
| VEF | 909 | 1.690000 | 1861.630000 | 11.630000 | 0.630000 | 1850.000436 |
| BioGaia B | 8 | 3.160000 | 940.000000 | 10.000000 | 1.080000 | 930.000000 |
| Gränges | 9 | 2.160000 | 936.000000 | 8.000000 | 0.860000 | 927.999999 |
| Atrium Ljungberg B | 5 | -2.640000 | 939.500000 | 4.500000 | 0.480000 | 935.000000 |
| HEXPOL B | 9 | 1.520000 | 1024.200000 | 3.200000 | 0.310000 | 1020.999996 |
| Sagax B | 4 | 0.140000 | 856.800000 | 2.800000 | 0.330000 | 854.000000 |
| Sagax A | 4 | 0.470000 | 856.000000 | 2.000000 | 0.230000 | 854.000000 |
| Catena | 2 | -0.650000 | 792.000000 | 0.000000 | 0.000000 | 792.000000 |
| JM | 6 | -1.100000 | 862.800000 | -1.200000 | -0.140000 | 864.000000 |
| Bilia A | 8 | 1.000000 | 887.200000 | -12.800000 | -1.420000 | 900.000000 |
| AcadeMedia | 8 | -2.920000 | 388.320000 | -13.680000 | -3.400000 | 402.000000 |
| Byggmax Group | 33 | 1.860000 | 937.860000 | -18.140000 | -1.900000 | 956.000001 |
| Biotage | 7 | -1.360000 | 917.000000 | -24.000000 | -2.550000 | 940.999997 |
| SKF B | 5 | 1.640000 | 915.000000 | -25.000000 | -2.660000 | 940.000000 |
| Addnode Group B | 11 | 1.750000 | 894.300000 | -26.700000 | -2.900000 | 921.000003 |
| Creaspac SPAC | 39 | 0.110000 | 3689.400000 | -28.600000 | -0.770000 | 3717.999987 |
| ASSA ABLOY B | 3 | -0.360000 | 750.300000 | -28.700000 | -3.680000 | 779.000001 |
| EQT | 4 | 0.550000 | 797.600000 | -34.400000 | -4.130000 | 832.000000 |
| Alimak Group | 11 | 0.870000 | 891.000000 | -37.000000 | -3.990000 | 927.999996 |
| Nordic Waterproofing Holding | 7 | -0.600000 | 928.200000 | -38.800000 | -4.010000 | 966.999999 |
| Latour B | 4 | 1.190000 | 815.600000 | -41.400000 | -4.830000 | 857.000000 |
| Vitec Software Group B | 2 | 1.870000 | 1036.000000 | -51.000000 | -4.690000 | 1087.000000 |
| Bufab | 3 | 1.620000 | 1051.800000 | -57.200000 | -5.160000 | 1109.000001 |
| Platzer Fastigheter Holding B | 12 | -0.660000 | 902.400000 | -58.600000 | -6.100000 | 960.999996 |
| Indutrade | 5 | 0.390000 | 1157.500000 | -60.500000 | -4.970000 | 1218.000000 |
| Orrön Energy | 180 | 0.180000 | 1955.700000 | -87.300000 | -4.270000 | 2043.000000 |
| Sedana Medical | 93 | 0.160000 | 2399.400000 | -121.600000 | -4.820000 | 2521.000011 |
| BHG Group | 97 | -0.080000 | 1291.070000 | -167.930000 | -11.510000 | 1458.999989 |
| Hexagon B | 26 | 0.040000 | 3251.300000 | -209.700000 | -6.060000 | 3461.000010 |
| TOTAL | 44279.500000 | -776.500000 | -8.99702% | 45056.000411 |
Updated:¶
'2023-07-07 12:11:34.054356'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
